Investment Management Officer

Build investment expertise. Serve clients. Grow relationships.


About the Opportunity
WoodTrust Asset Management is seeking an investment professional to join our team as an Investment Management Officer.

This position provides an opportunity to build experience across investment management, financial planning, client relationship management, and business development. The Investment Management Officer supports and manages assigned investment and wealth management relationships through disciplined portfolio administration, proactive client service, and a developing understanding of each client’s financial circumstances and objectives.

The individual will work directly with clients, support WoodTrust’s investment decision-making process, collaborate with experienced investment professionals and colleagues across the organization, and contribute to the development of new and existing client relationships.

About WoodTrust Bank
Did You Know?  WoodTrust is one of the largest privately owned, full‑service financial institutions headquartered in central and northern Wisconsin. With more than $8.3 billion in client assets under management and $725 million in bank assets, we serve individual, family, corporate, and non-profit clients across 40 states.

Since 1891, our core value has remained the same: the customer is #1. We are equally committed to our associates – providing a workplace where people can learn, grow, and build long-term careers. As a private, family‑owned organization, we offer stability, opportunity, and a team of talented professionals who genuinely enjoy what they do.

What You’ll Do
Manage Investments

  • Support the day-to-day management of assigned investment portfolios in accordance with Investment Committee policies, established strategies, and each client’s objectives.
  • Monitor asset allocation, portfolio positioning, cash needs, and other investment considerations for assigned relationships, escalating issues and recommendations as appropriate.
  • Maintain and continue developing an understanding of economic conditions, capital markets, investment strategies, financial planning concepts, and industry developments.
  • Participate in the Investment Committee and related research discussions, helping prepare materials and communicate WoodTrust’s portfolio management strategies and practices.
  • Develop the ability to clearly communicate investment strategy, portfolio positioning, investment decisions, and performance to clients.
  • Apply sound judgment within established policies and strategies while adhering to applicable regulations, internal procedures, and risk-management practices.

Advise & Serve Clients

  • Develop and maintain strong client relationships by understanding each client’s goals, financial circumstances, investment objectives, and evolving needs.
  • Prepare for and participate in client review meetings covering portfolio positioning, investment performance, capital markets, financial planning considerations, and changes in client circumstances or objectives; lead meetings as experience develops.
  • Provide proactive, effective, and timely client communication through in-person meetings, written correspondence, and other ongoing contact.
  • Support financial planning analyses that connect investment decisions with clients’ broader financial goals.
  • Partner across WoodTrust to deliver a coordinated, responsive, and highly personalized client experience.
  • Collaborate with clients’ attorneys, accountants, insurance professionals, and other outside advisors when appropriate.
  • Help identify opportunities where additional WoodTrust services may appropriately address a client’s needs.

Grow Relationships

  • Support ongoing efforts to develop new client relationships and generate new business.
  • Participate in prospect meetings, follow-up activities, and relationship-building opportunities with prospective clients and professional referral sources.
  • Coordinate and support business development opportunities with colleagues across WoodTrust.
  • Help identify appropriate opportunities to expand existing client relationships.
  • Represent WoodTrust professionally in client and community settings and help strengthen awareness of the firm’s investment and wealth management capabilities.

What We’re Looking For
We’d love to meet candidates who are eager to grow their investment expertise while building trusted client relationships. We’re looking for someone with the following qualifications, skills, and interests:

  • Bachelor’s degree in finance, economics, business, or a related field.
  • Relevant experience in investment management, financial planning, banking, wealth management, or a related field. Prior professional or internship experience within financial services is preferred.
  • Interest in pursuing the CFA, CFP, or another relevant professional designation is strongly preferred.
  • Strong analytical skills and a foundational understanding of portfolio construction, asset allocation, capital markets, and financial planning, with a desire to continue developing technical expertise.
  • Sound judgment and the ability to learn how to translate sophisticated investment concepts into clear, practical conversations with clients.
  • Strong written and verbal communication skills.
  • Ability to build trusted relationships and work effectively with clients, colleagues, and outside professional advisors.
  • An interest in developing business-development and relationship-management skills.
  • Strong attention to detail, accuracy, confidentiality, and professional responsibility.

Comfortable working with financial planning software, portfolio accounting systems, CRM platforms, spread sheets, and other investment management technology.

Why WoodTrust
At WoodTrust, investment professionals work as part of a collaborative wealth management team focused on developing long-term client relationships. This role offers the opportunity to combine investment management with financial planning, direct client interaction, and collaboration across WoodTrust’s broader trust and banking capabilities.

What Success Looks Like
Success in this role requires curiosity, sound judgment, attention to detail, and a desire to grow across investment management, client service, financial planning, and relationship development.

The ideal candidate has a strong analytical foundation, communicates clearly, and is genuinely interested in building long-term client relationships. They are eager to deepen their understanding of capital markets and portfolio strategy while learning to connect investment decisions with a client’s broader financial situation.

Over time, the Investment Management Officer is expected to assume greater responsibility for portfolio decisions, client meetings, financial planning, and the development of new and existing relationships.

What We Offer

  • Competitive compensation
  • New business commissions
  • A full benefits package including medical, dental, vision, vacation, and sick leave
  • A generous 401(k) matching program
  • Performance-based annual bonus opportunities
  • A fun, talented team that values collaboration and growth

Ready to Apply?
We’d like to meet you!  Please submit your application and resume by email to jobs@woodtrust.com or in person at any WoodTrust branch in Wisconsin Rapids, Plover, Wausau, or Manitowish Waters, WI.

WoodTrust is an Equal Opportunity Employer.